by Legacy Wealth | May 4, 2021 | Blog, buy sell, Critical Illness Insurance, Disability Insurance, Group Benefits, health benefits, incorporated professionals, Insurance, life insurance, travel insurance
For incorporated professionals, making sure your practice is financially protected can be overwhelming. Incorporated professionals face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the...
by Legacy Wealth | Dec 2, 2020 | 2020 Only, Blog, Charitable Gifting, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, disability, Disability Insurance, Family, Financial Advice, Financial Planning, health benefits, pension plan, rdsp, Registered Education Savings Plan, rrsp, tax, Tax Free Savings Account
Now that we are reaching the end of the tax year, it’s an excellent time to review your finances. We’ve listed below some of the critical areas to consider and provide you with useful guidelines. We have divided our tax planning tips into five sections:...
by Legacy Wealth | Jul 2, 2020 | Blog, Business Owners, buy sell, corporate, Disability Insurance, Group Benefits, health benefits, Insurance, life insurance, travel insurance
For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the financial impact on your...
by Legacy Wealth | Jun 1, 2020 | Blog, Disability Insurance, Family, health benefits, Insurance, life insurance, travel insurance
For young families, making sure your family is financially protected can be overwhelming, especially since there’s so much information floating online. This infographic addresses the importance of insurance- personal insurance.The 4 areas of personal insurance a young...
by Legacy Wealth | Jul 1, 2017 | Blog, Business Owners, Critical Illness Insurance, Disability Insurance, Key Person, life insurance, Partners
As a business owner, you’ve built a successful business, if you to any of your key employees or shareholders become critically ill, disabled or pass away, this could have a significant impact on your business. Key person insurance helps financially alleviate...
by Legacy Wealth | Jun 1, 2017 | Blog, Critical Illness Insurance, Disability Insurance, Estate Planning, life insurance, Segregated Funds
In today’s uncertain and sometimes volatile financial world, the importance of putting tangible steps in place not only to protect, but to maximize your investments and wealth has never been more crucial. Without the gift of a crystal ball, we are unable to...
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